ACWI MSCI ACWI ETF

Ownership history in Mayo Clinic  ·  8 quarters on record

This page tracks every 13F SEC filing in which Mayo Clinic reported a position in MSCI ACWI ETF (ACWI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
85.77% (2023 Q1)
Avg. % of fund
61.56%
First filed
2022 Q4
Last filed
2024 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 UNCHANGED 17,359 0% 71.52% $2.08B $116.58
2024 Q2 UNCHANGED 17,359 0% 64.41% $2.0M $109.60
2024 Q1 REDUCED 17,359 -96,378 -84.7% 31.11% $1.91B $106.50
2023 Q4 REDUCED 113,737 -365,199 -76.3% 71.49% $11.6M $98.41
2023 Q3 REDUCED 478,936 -354,936 -42.6% 85.23% $44.24B $88.48
2023 Q2 REDUCED 833,872 -312,524 -27.3% 82.12% $80.0M $91.90
2023 Q1 REDUCED 1,146,396 -846,329 -42.5% 85.77% $104.5M $86.44
2022 Q4 INITIATED 1,992,725 0.85% $169.1M
% of Fund (quarterly)    ACWI price (monthly, adj. close)
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